PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in USB — US Bancorp De

CIK 12600 DES MOINES, IA

Position in USB

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$5,147,469

+$486,333 QoQ

Shares Held

85,223

-4.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#495

of 2,047 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $23,881,723 across 26 Banks - Regional names. USB ranks #1 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	85,223	$5,147,469
2	TFC	Truist Financial Corp	53,867	$2,683,653
3	LYG	Lloyds Banking Group plc	346,943	$2,022,677
4	WTFC	Wintrust Financial Corp	10,874	$1,747,669
5	PNC	Pnc Financial Services Group, Inc.	7,093	$1,746,438
6	BPOP	Popular, Inc.	9,554	$1,568,575
7	FITB	Fifth Third Bancorp	25,785	$1,453,500
8	KB	KB Financial Group Inc.	10,601	$1,112,680

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,147,469	85,223	-4.9%	Shares	Sole	2026-08-04
2026-03-31	$4,661,136	89,620	+12.9%	Shares	Sole	2026-05-13
2025-12-31	$4,235,503	79,376	+8.4%	Shares	Sole	2026-02-12
2025-09-30	$3,537,949	73,204	+1.4%	Shares	Sole	2025-11-12
2025-06-30	$3,267,050	72,200	+16.8%	Shares	Sole	2025-08-11
2025-03-31	$2,610,420	61,829	+0.2%	Shares	Sole	2025-04-30
2024-12-31	$2,952,019	61,719	+9.0%	Shares	Sole	2025-01-30
2024-09-30	$2,589,186	56,619	+9.3%	Shares	Sole	2024-10-28
2024-06-30	$2,056,420	51,799	+9.1%	Shares	Sole	2024-07-31
2024-03-31	$2,122,668	47,487	+31.6%	Shares	Sole	2024-05-10
2023-12-31	$1,562,061	36,092	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.